FIVLX Mutual Fund

FIVLX Mutual Fund

NAV$14.95
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Returns Overview

1 Month
-3.39%
3 Months
+0.27%
6 Months
+5.96%
YTD
+6.25%
1 Year
+13.15%
3 Years (annualized)
+21.89%
5 Years (annualized)
+13.48%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVLX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+9.89%
vs Peers
-3.64%

FIVLX Mutual Fund Performance

FIVLX performance across multiple time periods: 1-month -3.39%, YTD 6.25%, 1-year 13.15%, 3-year 21.89%, 5-year 13.48%, 10-year 9.95%.

FIVLX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

FIVLX vs another fund shows side-by-side returns. FIVLX alternatives are available in the Mutual Fund Screener.